See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,436 | $49,922-69.1% | $80,569-80.8% | $75,163-79.5% |
| Participation rate | 10.0% | 55.3%-45.3pp | 67.0%-57.0pp | 67.2%-57.2pp |
| Annual return | 19.57% | 34.69%-15.1pp | 935.43%-915.9pp | 160.62%-141.0pp |
| Employer contribution / active EE | $314 | $1,698-81.5% | $2,723-88.5% | $2,670-88.3% |
| Participant deferral / active EE | $608 | $2,990-79.7% | $4,447-86.3% | $4,125-85.3% |
| Admin fee / account holder | $68 | $3,577-98.1% | $5,377-98.7% | $5,651-98.8% |